See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,145 | $99,020-65.5% | $86,590-60.6% | $147,584-76.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.38% | 1312.34%-1293.0pp | 964.84%-945.5pp | 578.55%-559.2pp |
| Employer contribution / active EE | $6,599 | $3,132+110.7% | $2,839+132.4% | $4,876+35.3% |
| Participant deferral / active EE | $2,975 | $3,972-25.1% | $3,609-17.6% | $5,439-45.3% |
| Admin fee / account holder | $12 | $5,710-99.8% | $4,906-99.8% | $10,885-99.9% |